Totals
- Total revenue
- $10,079,782
- Total expenses
- $6,134,018
- Contributions and grants received
- $8,376,168
- Grants paid
- $0
- Program service revenue
- $960,008
- Investment income
- $310,701
- Other revenue
- $432,905
- Total assets, end of year
- $36,190,610
- Total liabilities, end of year
- $7,164,664
- Net assets or fund balances, end of year
- $29,025,946
- Program services expenses (Part IX)
- $4,901,553
- Management and general expenses
- $867,301
- Fundraising expenses
- $365,164
- Program service expenses (Part III)
- $4,901,553
Program services were 79.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$335,421
-
1f · All other contributions, gifts and grants
$8,040,747
-
1g · Noncash contributions included above
$129,423
-
2a · Program service revenue: ADMISSIONS
total $818,401 · related or exempt $818,401
-
2b · Program service revenue: PROGRAM PARTICIPATION FEES
total $141,607 · related or exempt $141,607
-
3 · Investment income
total $355,875 · excluded $355,875
-
6a · Gross rents
real property $192,608
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $192,608
-
6d · Net rental income or loss
total $192,608 · excluded $192,608
-
7a · Gross sales of assets other than inventory
other assets $4,826
-
7b · Less cost or other basis and sales expenses
other assets $50,000
-
7c · Gain or loss
other assets -$45,174
-
7d · Net gain or loss
total -$45,174 · excluded -$45,174
-
10a · Gross sales of inventory
$434,413
-
10b · Cost of goods sold
$245,334
-
10c · Net income from sales of inventory
total $189,079 · related or exempt $178,166 · unrelated business $10,913
-
11a · Other revenue: OTHER REVENUE
total $51,218 · excluded $51,218
-
11e · Other revenue, total
$51,218
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $177,857 · program services $25,860 · management and general $93,414 · fundraising $58,583
-
7 · Other salaries and wages
total $2,232,307 · program services $2,043,726 · management and general $82,420 · fundraising $106,161
-
9 · Other employee benefits
total $414,930 · program services $347,933 · management and general $33,693 · fundraising $33,304
-
10 · Payroll taxes
total $177,504 · program services $150,684 · management and general $14,031 · fundraising $12,789
-
11b · Fees: legal
total $117,594 · management and general $112,548 · fundraising $5,046
-
11c · Fees: accounting
total $201,496 · management and general $201,496
-
11f · Fees: investment management
total $24,744 · management and general $24,744
-
11g · Fees: other
total $236,630 · program services $81,960 · management and general $135,319 · fundraising $19,351
-
12 · Advertising and promotion
total $17,692 · program services $11,489 · management and general $927 · fundraising $5,276
-
13 · Office expenses
total $106,662 · program services $35,340 · management and general $51,817 · fundraising $19,505
-
14 · Information technology
total $210,008 · program services $173,640 · management and general $13,599 · fundraising $22,769
-
16 · Occupancy
total $300,749 · program services $257,591 · management and general $17,311 · fundraising $25,847
-
17 · Travel
total $5,058 · program services $3,665 · management and general $1,159 · fundraising $234
-
20 · Interest
total $227,819 · program services $227,819
-
22 · Depreciation, depletion and amortization
total $1,067,813 · program services $1,025,101 · management and general $21,356 · fundraising $21,356
-
23 · Insurance
total $104,992 · program services $68,757 · management and general $36,215 · fundraising $20
-
24a · Other expenses: REPAIRS AND MAINTENANCE
total $329,398 · program services $302,160 · management and general $18,750 · fundraising $8,488
-
24b · Other expenses: PROGRAMS AND EVENTS
total $122,364 · program services $98,841 · management and general $96 · fundraising $23,427
-
24c · Other expenses: OTHER EXPENSES
total $31,016 · program services $21,604 · management and general $6,404 · fundraising $3,008
-
24d · Other expenses: CURATORIAL
total $27,385 · program services $25,383 · management and general $2,002
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $158,916 · end of year $1,342,935
-
2 · Savings and temporary cash investments
beginning of year $4,151,647 · end of year $4,004,590
-
3 · Pledges and grants receivable
beginning of year $60,000 · end of year $4,274,824
-
8 · Inventories for sale or use
beginning of year $152,556 · end of year $166,236
-
9 · Prepaid expenses and deferred charges
beginning of year $60,337 · end of year $44,575
-
10a · Land, buildings and equipment: cost or other basis
$31,867,702
-
10b · Land, buildings and equipment: accumulated depreciation
$14,688,233
-
10c · Land, buildings and equipment, net
beginning of year $17,943,367 · end of year $17,179,469
-
12 · Investments: other securities
beginning of year $9,191,424 · end of year $9,142,419
-
15 · Other assets
beginning of year $1,073,498 · end of year $35,562
-
17 · Accounts payable and accrued expenses
beginning of year $190,877 · end of year $103,639
-
19 · Deferred revenue
beginning of year $14,904 · end of year $34,686
-
20 · Tax-exempt bond liabilities
beginning of year $7,181,046 · end of year $6,686,002
-
25 · Other liabilities
beginning of year $446,720 · end of year $340,337
-
27 · Net assets without donor restrictions
beginning of year $12,780,034 · end of year $12,607,118
-
28 · Net assets with donor restrictions
beginning of year $12,178,164 · end of year $16,418,828
Mission and programs · 2022
Mission
A MEMORIAL TO JAMES MADISON AND THE ENSLAVED COMMUNITY, A MUSEUM OF AMERICAN HISTORY, AND A CENTER FOR CONSTITUTIONAL EDUCATION THAT ENGAGES THE PUBLIC WITH THE ENDURING LEGACY OF MADISON'S MOST POWERFUL IDEA: GOVERNMENT BY THE PEOPLE.
-
EDUCATION AND ENGAGEMENT: WORKING CLOSELY WITH ARCHAEOLOGY, HISTORIC ARCHITECTURE AND COLLECTIONS, THE DEPARTMENT OF EDUCATION AND ENGAGEMENT OVERSEES ALL PUBLIC PROGRAMMING AT MONTPELIER. THIS INCLUDES DEVELOPING TOUR CONTENT, INTERPRETIVE SIGNAGE, AND PROGRAMMING FOR STUDENT AND ADULT GROUPS. IT WAS INSTRUMENTAL IN THE PLANNING AND EXECUTION OF THE AWARD-WINNING EXHIBITION THE MERE DISTINCTION OF COLOUR.
Expenses $2,688,743 · Revenue $1,046,716
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $778,148
-
ROBERT H. SMITH CENTER FOR THE CONSTITUTION:THE ROBERT H. SMITH CENTER FOR THE CONSTITUTION PROVIDES WORLD-CLASS EDUCATIONAL PROGRAMMING, BOTH ON-SITE AND ONLINE. PARTICIPANTS COME FROM ALL OVER THE WORLD TO ENGAGE IN CIVIC DIALOGUE, IMPROVE THEIR UNDERSTANDING OF THE FOUNDING PRINCIPLES OF THE UNITED STATES, AND DEEPEN THEIR POTENTIAL INVOLVEMENT IN DEMOCRACY. SPECIFIC PROGRAMMING IS OFFERED FOR EDUCATORS, LAW ENFORCEMENT OFFICERS, AND INTERNATIONAL CIVIL SERVANTS.
Expenses $725,521 · Revenue $33,207
-
ARCHAEOLOGY:MONTPELIER'S DEPARTMENT OF ARCHAEOLOGY SPENDS APPROXIMATELY TWO-THIRDS OF THE YEAR ENGAGING IN ACTIVE ONSITE EXCAVATIONS, WITH THE REMAINDER OF THE YEAR SPENT IN THE LAB CATALOGUING, ANALYZING, AND MENDING ARTIFACTS. THEIR DISCOVERIES ALLOW MONTPELIER TO PROVIDE ACCURATE HISTORICAL INTERPRETATION OF THE PLANTATION, INCLUDING THE RECENTLY RESTORED BUILDINGS IN THE SOUTH YARD THAT HOUSED THE ENSLAVED COMMUNITY DURING MADISON'S LIFETIME. EMBRACING "CITIZEN SCIENCE," THE DEPARTMENT HOSTS THE PUBLIC FOR MULTIPLE IMMERSIVE PROGRAMS WHERE PARTICIPANTS WORK SIDE-BY-SIDE WITH ARCHAEOLOGISTS AND MUSEUM PROFESSIONALS, OFFERING MULTIPLE PROGRAM FORMATS, FROM ONE DAY TO A WHOLE WEEK.
Expenses $576,814 · Revenue $58,251
-
MEMORIALIZATION:PROVIDES EXHIBITS AND OTHER STORY TELLING REGARDING THE LIVES OF ENSLAVED PEOPLE AT MONTPELIER.
Expenses $132,327
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Mr Hasan Kwame JeffriesMR HASAN KWAME JEFFRIES
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Prof Leslie AlexanderPROF LESLIE ALEXANDER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Mr Joshua RothmanMR JOSHUA ROTHMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Ms Nicole Thorne JenkinsMS NICOLE THORNE JENKINS
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Dr Bettye KearseDR BETTYE KEARSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Daina BerryDR DAINA BERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mr Benjamin BrewsterMR BENJAMIN BREWSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mr Ian H SolomonMR IAN H SOLOMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mr Michael HigginbothamMR MICHAEL HIGGINBOTHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mr Peter StoudtMR PETER STOUDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mr Tom MayesMR TOM MAYES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ms Deanna CummingsMS DEANNA CUMMINGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ms Mary AlexanderMS MARY ALEXANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ms Soledad O'BrienMS SOLEDAD O'BRIEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Prof Cornell William BrooksPROF CORNELL WILLIAM BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rev Lawrence E Larry WalkerREV LAWRENCE E LARRY WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ms Krista CostelloMS KRISTA COSTELLO
CHIEF OPERATING OFFICER
- Total calculated
- $90,446
- From this org
- $77,304
- From related orgs
- $0
- Other
- $13,142
- Hours/week
- 35
-
Ms Cara SissonMS CARA SISSON
CHIEF ADVANCEMENT OFFICER
- Total calculated
- $131,091
- From this org
- $112,044
- From related orgs
- $0
- Other
- $19,047
- Hours/week
- 35
-
Mr George Michael UrbanMR GEORGE MICHAEL URBAN
CHIEF FINANCIAL OFFICER
- Total calculated
- $113,498
- From this org
- $97,007
- From related orgs
- $0
- Other
- $16,491
- Hours/week
- 35
-
Dr Elizabeth ChewDR ELIZABETH CHEW
EVP & CHIEF CURATOR
- Total calculated
- $185,333
- From this org
- $158,404
- From related orgs
- $0
- Other
- $26,929
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $158,404
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $26,929
- Filer's total
- $185,333
-
Mr Roy YoungMR ROY YOUNG
FORMER PRESIDENT
- Total calculated
- $295,589
- From this org
- $252,640
- From related orgs
- $0
- Other
- $42,949
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $252,640
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $42,949
- Filer's total
- $295,589
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
MONTPELIER DESCENDANTS COMMITTEE
501(C)(3) · CO-STEWARD OF JAMES MADISON'S MONTPELIER; RECOMMEND BOARD CANDIDATES · VA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER ANNUITY TRUST (1)
TRUST · VA
Directly controlled by DONOR
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333189349309183
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.